>What makes you suggest that GTCB wants to ink a US ATryn partnership Vs taking the DNDN do-it-alone route?<
From Dr. Cox’s remarks on the 2Q07 CC (emphasis added):
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All of which brings me to the next piece of our ATryn story regarding our commercialization strategy for ATryn in the United States. Predictions regarding partnering discussion is notoriously difficult, [but] I am comfortable telling [you] that as a result of discussions with a number of potential partners we are encouraged about our prospects to engage in the collaborative partnership for the commercialization and further development of ATryn in the United States.
Effective partnering will be important in maximizing and exploiting the market opportunity for ATryn in the significantly underserved market. Remember there is only a single plasma derived product in the US market and sales have been constrained over the years by lack of product availability. A large, well financed, commercial partner is an important objective for GTC to achieve the market presence and opportunity which we believe ATryn represents, and I look forward to updating you on our progress.
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Satisfied?
“The efficient-market hypothesis may be
the foremost piece of B.S. ever promulgated
in any area of human knowledge!”
